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Erica Renee Smith

CHARLESTON INVESTMENT ADVISORS, LLC·MT. PLEASANT, South Carolina
Unclaimed Profile
1311 CHUCK DAWLEY BLVD, MT. PLEASANT, SC 29464CRD# 5548087Firm CRD# 301281
01

About

Erica Renee Smith is a registered financial advisor based in MT. PLEASANT, South Carolina, affiliated with CHARLESTON INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHARLESTON INVESTMENT ADVISORS, LLC
CHARLESTON INVESTMENT ADVISORS, LLC
AUM
$141M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CHARLESTON INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5548087
Firm CRD# 301281
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erica Renee Smith offer?
Erica Renee Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MT. PLEASANT, South Carolina for a consultation.
What are Erica Renee Smith's credentials?
Erica Renee Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erica Renee Smith located?
Erica Renee Smith is based in MT. PLEASANT, South Carolina, working with CHARLESTON INVESTMENT ADVISORS, LLC. Their office serves clients in the MT. PLEASANT metropolitan area and surrounding communities.
How does Erica Renee Smith charge for services?
Erica Renee Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARLESTON INVESTMENT ADVISORS, LLC?
CHARLESTON INVESTMENT ADVISORS, LLC has approximately 2 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MT. PLEASANT
John Francis Carey — JP WEALTH MANAGEMENT, INC.Mark Perlson — JP WEALTH MANAGEMENT, INC.Stephanie F Mackara — CHARLESTON INVESTMENT ADVISORS, LLCDavid Donald Emmel — BREACH INLET CAPITAL MANAGEMENT, LLCRobert Mason Nettles Moise — JACKSON FINANCIAL SERVICES, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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